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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,290 | $217,432+86.4% | $185,849+118.1% | $167,536+141.9% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 10.59% | 148.42%-137.8pp | 122.10%-111.5pp | 478.82%-468.2pp |
| Employer contribution / active EE | $13,113 | $5,875+123.2% | $5,169+153.7% | $4,839+171.0% |
| Participant deferral / active EE | $11,028 | $6,357+73.5% | $5,569+98.0% | $6,342+73.9% |
| Admin fee / account holder | $52,390 | $19,818+164.4% | $16,244+222.5% | $12,315+325.4% |